Skip to content
Disclosery

Composition Wealth, LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on PWZ, newest first. How the timeline and the estimate are built.

Composition Wealth, LLC held 1,244,215 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,244,215 shares
    Change vs previous 13F +5,701 shares

    0.36% of the 13F portfolio, value $30,495,701.

    13F-HR 0001951757-26-001020 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,238,514 shares
    Change vs previous 13F +43,337 shares

    0.41% of the 13F portfolio, value $29,563,326.

    13F-HR 0001951757-26-000540 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,195,177 shares
    Change vs previous 13F -177,074 shares

    0.41% of the 13F portfolio, value $28,875,478.

    13F-HR 0001951757-26-000334 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,372,251 shares
    Change vs previous 13F -1,197,400 shares

    0.49% of the 13F portfolio, value $32,824,233.

    13F-HR 0001951757-25-001181 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,569,651 shares
    Change vs previous 13F +48,895 shares

    1.01% of the 13F portfolio, value $59,975,649.

    13F-HR 0001951757-25-000900 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,520,756 shares
    Change vs previous 13F +95,912 shares

    1.2% of the 13F portfolio, value $60,120,034.

    13F-HR 0001951757-25-000347 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,424,844 shares
    Change vs previous 13F +154,087 shares

    1.21% of the 13F portfolio, value $59,893,659.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,270,757 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $56,950,587.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).